Lifelong Learning Resources
Private Wealth Management
| New Developments |
Private Wealth Management Newsletter
Read about practical perspectives on global and regional wealth management issues from some of the industry’s most highly respected thought leaders in our quarterly newsletter delivered to your desktop. Learn more or subscribe now
Private Wealth Management Body of
KnowledgeTM (PDF)
- Describes the challenges facing wealth managers and their clients, and the knowledge and expertise needed to address them
- Developed in consultation with the globally diverse Private Wealth Advisory Committee
- Embodies the rigorous investment expertise of CFA charterholders and supports more specialized areas of expertise
| Educational Events |
Concentrated Stock Management Workshop
4-5 September 2008
New York, New York, USA
11 CE credits
The Future of Life-Cycle Saving
& Investing
22−24 October 2008
Boston University School of Management
Boston, Massachusetts, USA
12 CE credits
Asset Allocation and Investment Policies for Private
Clients
18-19 November 2008
Atlanta, Georgia, USA
11 CE credits
| Publications |
"Portfolio
Choice with Puts: Evidence from Variable Annuities"
Moshe A. Milevsky and Vladyslav Kyrychenko
Financial Analysts Journal, May/June 2008
1 CE credit
Search for more FAJ articles
"Consulting
to the Ultra Affluent"
Scott D. Welch
CFA Institute Conference Proceedings Quarterly, March 2008
0.5 CE credit
Search for more CP articles
"When
Values Clash"
Ed McCarthy
CFA Magazine, July/August 2008
Search for more CFA Magazine articles
Stephen M. Horan
Summarized in CFA Digest, February
2008
Journal of Wealth Management, Fall 2007
Search for more CFA Digest articles
From the Research Foundation of CFA Institute Private
Wealth Management Series:
"The
Future of Life-Cycle Saving and Investing" (PDF)
Edited by Zvi Bodie, Dennis McLeavey, CFA, and Laurence B. Siegel
October 2007
5 CE credits
"Investment
Management for Taxable Private Investors" (PDF)
Jarrod Wilcox, CFA, Jeffrey E. Horvitz, and Dan diBartolomeo
January 2006
5 CE credits
View more from the Research Foundation
| Multimedia |
Watch
"Retirement Income Redesigned: Master Plans for
Distribution"
Harold Evensky at the Wealth Management 2008 Conference
Price (USD): Total Access $0; Standard Access $25; Nonmembers $35
1 CE credit
Watch "The
Buying Behavior of Individual and Institutional Investors"
Brad Barber at the Research for the Practitioner VII: The
Research Foundation of CFA Institute Annual Workshop
Price (USD): 
1 CE credit
Watch
"Improving the Investment Decision-Making Process: Lessons from
Behavioral Finance"
Christopher Malloy at the 2007 Financial Analysts Seminar
Price (USD): Total Access $0; Standard Access $25; Nonmembers $35
1 CE credit
| Public Relations and Professional Resources |
CFA Refresher Readings
Stay up to date with select
materials
CFA Institute Private Wealth Management Initiatives
Show colleagues and private clients how CFA Institute supports the practice and advancement of private wealth management (PDF)
CFA Program's Coverage of Private Wealth Management
Explain to colleagues and private clients the CFA Program’s relevance to private wealth management
Private Clients, You, and Public Relations
Learn how to promote the CFA brand to private clients